Civic Intelligence

Herndon Elementary School PTA

990EZ • Fiscal year 2023 • EIN 54-1219452

Jul 01, 2022 to Jun 30, 2023 • Filed on Mar 08, 2024

630 Dranesville RdHerndon, VA 20170

(860) 908-2970

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

92nd percentile

59%

Higher net margin than 92% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

26th percentile

-16%

Faster asset growth than 26% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

13th percentile

-43%

Faster revenue growth than 13% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$64,462

Down $12,005 (-16%) from 2022

Net Assets

Down

$64,462

Down $12,005 (-16%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Down

$40,084

Down $30,472 (-43%) from 2022

Expenses

Down

$16,575

Down $16,702 (-50%) from 2022

Net Income

Down

$23,509

Down $13,770 (-37%) from 2022

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$80K$60K$40K$20K$0Assets 2011: $26,981Liabilities 2011: $0Net Assets 2011: $26,9812011Assets 2012: $32,609Liabilities 2012: $0Net Assets 2012: $32,6092012Assets 2013: $36,532Liabilities 2013: $0Net Assets 2013: $36,5322013Assets 2014: $39,604Liabilities 2014: $0Net Assets 2014: $39,6042014Assets 2015: $16,395Liabilities 2015: $0Net Assets 2015: $16,3952015Assets 2016: $12,140Liabilities 2016: $0Net Assets 2016: $12,1402016Assets 2017: $30,602Liabilities 2017: $02017Assets 2018: $41,022Liabilities 2018: $0Net Assets 2018: $41,0222018Assets 2019: $34,099Liabilities 2019: $0Net Assets 2019: $34,0992019Assets 2020: $36,020Liabilities 2020: $0Net Assets 2020: $36,0202020Assets 2021: $36,873Liabilities 2021: $0Net Assets 2021: $36,8732021Assets 2022: $76,467Liabilities 2022: $0Net Assets 2022: $76,4672022Assets 2023: $64,462Liabilities 2023: $0Net Assets 2023: $64,4622023Assets 2024: $34,690Liabilities 2024: $0Net Assets 2024: $34,6902024Assets 2025: $26,907Liabilities 2025: $0Net Assets 2025: $26,9072025

Highlighted filing

2023

Assets$64,462
Liabilities$0
Net Assets$64,462

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50KRevenue 2011: $45,313Expenses 2011: $45,674Net Income 2011: -$3612011Revenue 2012: $49,278Expenses 2012: $43,650Net Income 2012: $5,6282012Expenses 2013: $41,7422013Revenue 2014: $68,480Expenses 2014: $65,410Net Income 2014: $3,0702014Revenue 2015: $46,677Expenses 2015: $69,886Net Income 2015: -$23,2092015Revenue 2016: $65,348Expenses 2016: $69,603Net Income 2016: -$4,2552016Revenue 2017: $43,808Expenses 2017: $48,576Net Income 2017: -$4,7682017Revenue 2018: $68,644Expenses 2018: $58,486Net Income 2018: $10,1582018Revenue 2019: $52,191Expenses 2019: $59,114Net Income 2019: -$6,9232019Revenue 2020: $39,431Expenses 2020: $37,510Net Income 2020: $1,9212020Revenue 2021: $18,615Expenses 2021: $17,762Net Income 2021: $8532021Revenue 2022: $70,556Expenses 2022: $33,277Net Income 2022: $37,2792022Revenue 2023: $40,084Expenses 2023: $16,575Net Income 2023: $23,5092023Revenue 2024: $10,331Expenses 2024: $40,023Net Income 2024: -$29,6922024Revenue 2025: $10,227Expenses 2025: $18,010Net Income 2025: -$7,7832025

Highlighted filing

2023

Revenue$40,084
Expenses$16,575
Net Income$23,509
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Mar 8, 2024
Return Version
2022v5.0
Gross Receipts
$62,129
Mission and Program Overview

Mission

The organization provides reading materials to improve students' reading skills. Provides educational programs to enhance academic development. Provides support for field trips, assemblies and after school activities.

To provide support for the teachers and staff at our Title I Elementary school

Program Services

DescriptionGrantsExpenses
6th grade end of year party - event for all 6 classes graduating 6th grade and moving to middle school-$5,390
Teach appreciation meals and events - providing food, treats, supplies and coffee for our teachers, staff and other employees-$4,846
Assemblies - science, math and other assemblies to benefit all of our students and enhance learning-$3,475
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Suzanne DavisTreasurerPT$0--
Sarah MurphyPresidentPT$0--
Monica FloresVP Of VolunteersPT$0--
Kate McCartneySecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Book Fair$15,508$15,508$10,522$4,986
Community Sponsorships$12,282$12,282$0$12,282
Total Events$59,477$59,477$20,756$38,721
Filing and Contact Details

Filer

Filer Name
Herndon Elementary School PTA
EIN
54-1219452
Phone
8609082970
Address
630 Dranesville Rd, Herndon, VA 20170

Signing Officer

Name
Suzanne Davis
Title
Treasurer
Phone
8609082970
Signed
2024-03-08
Supplemental Narrative

Additional Explanations

990-EZ, Part I, Line 8

Community contributions for fundraising events

Raw XML Appendix240 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Herndon
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd020170
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Suzanne Davis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Sarah Murphy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Monica Flores
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Kate McCartney
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP of Volunteers
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
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IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
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IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/OtherExpensesTotalAmt00
IRS990EZ/OtherRevenueTotalAmt00
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IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To provide support for the teachers and staff at our Title I Elementary school
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt06th grade end of year party - event for all 6 classes graduating 6th grade and moving to middle school
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Teach appreciation meals and events - providing food, treats, supplies and coffee for our teachers, staff and other employees
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Assemblies - science, math and other assemblies to benefit all of our students and enhance learning
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt05390
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt14846
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt23475
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SaleOfAssetsGrossAmt00
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IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt016575
IRS990EZ/TotalProgramServiceExpensesAmt013711
IRS990EZ/TotalRevenueAmt040084
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt00
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0111331
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt013691
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt087657
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt089
IRS990ScheduleA/InvestmentIncomeCYPct00.00032
IRS990ScheduleA/InvestmentIncomePYPct00.0003
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearAmt00
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IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt00
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IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Book Fair
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Community Sponsorships
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt012282
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt08
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt00
IRS990ScheduleG/TotalGrossReceiptsAmt00
IRS990ScheduleG/TotalNetToOrganizationAmt00
IRS990ScheduleG/TotalRetainedByContractorsAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Community contributions for fundraising events
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0990-EZ, Part I, Line 8
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Suzanne Davis
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum08609082970
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-03-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Herndon Elementary School PTA
ReturnHeader/Filer/BusinessNameControlTxt0HERN
ReturnHeader/Filer/EIN0541219452
ReturnHeader/Filer/PhoneNum08609082970
ReturnHeader/Filer/USAddress/AddressLine1Txt0630 Dranesville Rd
ReturnHeader/Filer/USAddress/CityNm0Herndon
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd020170
ReturnHeader/ReturnTs02024-03-08T16:59:17Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$26.9$0.00$26.9$10.2$18.0$7.78
2024Detailed filing. Detailed filing data is available for this year.$34.7$0.00$34.7$10.3$40.0$29.7
2023Detailed filing. Detailed filing data is available for this year.$64.5$0.00$64.5$40.1$16.6$23.5
2022Detailed filing. Detailed filing data is available for this year.$76.5$0.00$76.5$70.6$33.3$37.3
2021Detailed filing. Detailed filing data is available for this year.$36.9$0.00$36.9$18.6$17.8$0.85
2020Detailed filing. Detailed filing data is available for this year.$36.0$0.00$36.0$39.4$37.5$1.92
2019Detailed filing. Detailed filing data is available for this year.$34.1$0.00$34.1$52.2$59.1$6.92
2018Detailed filing. Detailed filing data is available for this year.$41.0$0.00$41.0$68.6$58.5$10.2
2017Summary only. Only limited summary data is available for this year.$30.6$0.00$43.8$48.6$4.77
2016Detailed filing. Detailed filing data is available for this year.$12.1$0.00$12.1$65.3$69.6$4.26
2015Detailed filing. Detailed filing data is available for this year.$16.4$0.00$16.4$46.7$69.9$23.2
2014Detailed filing. Detailed filing data is available for this year.$39.6$0.00$39.6$68.5$65.4$3.07
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$36.5$0.00$36.5$41.7
2012Summary only. Only limited summary data is available for this year.$32.6$0.00$32.6$49.3$43.7$5.63
2011Summary only. Only limited summary data is available for this year.$27.0$0.00$27.0$45.3$45.7$0.36